Meet Matt Bosway MBA, CEPA®
Personal & Family Life
Matt's perspective on business and life has been shaped by experiences around the globe. Originally from OH and raised in MN, his professional journey has taken him as far as Japan and through a meaningful season in Austin, TX.
Today, he and his wife, Abby, consider both MN and TX home as they raise their three
Matt values an active lifestyle, the outdoors, sports, travel, cultural exchange, and meaningful conversation, and enjoys bringing those interests together through work and life.
Professional Overview
• 20 years with Fortune 500 Company
- Well versed in business strategy, having led several global businesses
• Served as President of 75-employee commercial landscaping business
- Positioned for sale and led a successful transition
• Prides himself on his relationship approach, clarity of communication, and unfailing good humor
Education
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Texas McCombs School of BusinessMaster of Business Administration |
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University of St ThomasB.A., Major: Finance | Minor: Spanish |
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Series 66 - Uniform Combined State LawSeries 7 - General Securities Representative |
 | Certified Exit Planning Advisor |
Service Specialties
- I am looking to enjoy the fruits of my labor and make sure the people who stand with me share in that success
- I want an experienced partner who can help coordinate the right professionals to expand my financial opportunities and strengthen my business valuation for the next chapter
- I would like advice on strategies for business cash flow while balancing long term investments
- I am interested in investing with the intention of creating lasting impact beyond my own lifetime and personal needs
- I am looking for a comprehensive financial plan and help protect my estate and assets
- I want a Wealth Advisor to coordinate with my other financial professionals
- I want help with complex tax strategies concerning my income and investments
